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Category Posts
Sep 5, 20243 min read
Dollar Global Margin Call In Progress
What's happening to the U.S. right now is deja vu of what happened to Asian currency markets in 1997 except on a global scale. I predict...
Aug 29, 20243 min read
Front-Running Recession
In my last blog post I pointed out that bulls are playing a very dangerous game - they are rotating OUT of deflationary Tech stocks into...
Aug 23, 20243 min read
Trapped By Moral Hazard
This society has taken monetary policy market manipulation to its logical self-destructing conclusion: The use of monetary policy under...
Aug 9, 20242 min read
Round 3: Everything Implosion
In this end of week post I will focus on the technicals of the market with a small amount of macro commentary. First off, it was a highly...
Aug 2, 20243 min read
Hot Air Explosion
Since Weekend At Biden's abruptly ended two weeks ago, hysteria over the latest "existential" election has boosted partisan hot air to...
Jul 30, 20242 min read
FOMC: Fear Of Missing Crash
It's the peak of summer and one of the busiest weeks for financial markets of this entire year. Tonight (Wed. Japan), the BOJ will likely...
Jul 26, 20243 min read
End Of Week Update
This is a brief end of week update, as I am currently at 35,000 feet on a flight home ahead of the weekend... It was a wild and volatile...
Jun 21, 20243 min read
Reversal Of Fortune
Any questions? "The reversal in Nvidia shares comes ahead of Friday’s “triple witching” options expiration for June, expected to be the...
Mar 1, 20240 min read
Jan 19, 20241 min read
Chart Of The Week: Jan. 19th, 2024
While the bifurcation between Tech and everything else grew in the U.S., the bifurcation between China and the rest of the world grew as...
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